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PINLX: DIVERSIFIED INTERNATIONAL FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.78% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 9.5 | -3.4 | 3.3 | 3.4 | 4.5 | 4.8 | 6.1 | 6.1 | 15.4 | -20.6 | -0.5 | 17.1 | 22.5 | -17.7 | 28.2 | -0.1 | -0.8 | -3.3 | 18.3 | 17.8 | -11.5 | 12.9 | 27.1 | -46.5 | 15.7 | 26.7 | 23.5 | 19.9 | 35.2 | -16.7 | -24.7 | 4.9 |
| Sharpe Ratio | NA | 0.22 | -0.44 | 0.05 | 0.11 | NA | NA | 0.15 | -0.01 | 0.93 | -1.09 | -0.03 | 0.6 | 2.06 | -1.31 | 3.46 | -0.02 | -0.05 | -0.29 | 1.46 | 1.15 | -0.44 | 0.59 | 0.95 | -1.17 | 0.63 | 1.51 | 2.06 | 1.49 | 2.54 | -0.95 | -1.55 | NA |
| Draw Down(%) | NA | 8.7 | 34.9 | 36.8 | 36.8 | NA | NA | 62.8 | 8.7 | 10.6 | 29.5 | 14.3 | 33.8 | 7.4 | 25.9 | 2.7 | 11.9 | 15.1 | 12.3 | 11.2 | 14.3 | 24.8 | 18.6 | 26.8 | 56.2 | 14.1 | 18.5 | 7.5 | 11.1 | 14.9 | 26.6 | 36.4 | NA |
| Standard Deviation(%) | NA | 13.2 | 16.8 | 18.9 | 16.4 | NA | NA | 19.0 | 13.5 | 12.2 | 20.2 | 16.7 | 27.8 | 10.2 | 14.6 | 8.0 | 16.9 | 14.7 | 11.6 | 12.5 | 15.5 | 26.3 | 22.0 | 28.5 | 40.6 | 20.1 | 15.6 | 10.4 | 12.8 | 13.6 | 18.6 | 17.7 | NA |
| Treynor Ratio | NA | 0.03 | -0.08 | 0.01 | 0.02 | NA | NA | 0.03 | 0.0 | 0.12 | -0.24 | 0.0 | 0.23 | 0.22 | -0.18 | 0.27 | 0.0 | -0.01 | -0.04 | 0.19 | 0.2 | -0.12 | 0.13 | 0.29 | -0.49 | 0.12 | 0.23 | 0.25 | 0.23 | 0.38 | -0.19 | -0.28 | NA |
| Alpha | NA | -0.01 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | -0.04 | -0.05 | 0.04 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.04 | 0.01 | 0.01 | 0.04 | 0.02 | 0.01 | -0.02 | -0.02 | NA |
| Beta | NA | 1.02 | 0.95 | 0.86 | 0.9 | NA | NA | 0.93 | 1.04 | 0.91 | 0.92 | 1.03 | 0.74 | 0.94 | 1.06 | 1.01 | 0.92 | 0.94 | 0.91 | 0.95 | 0.89 | 0.95 | 1.01 | 0.93 | 0.96 | 1.07 | 1.02 | 0.84 | 0.82 | 0.91 | 0.92 | 0.98 | NA |
| RSquared | NA | 0.92 | 0.86 | 0.71 | 0.78 | NA | NA | 0.86 | 0.93 | 0.94 | 0.96 | 0.64 | 0.53 | 0.95 | 0.94 | 0.88 | 0.92 | 0.96 | 0.77 | 0.95 | 0.91 | 0.97 | 0.95 | 0.88 | 0.94 | 0.81 | 0.77 | 0.68 | 0.77 | 0.89 | 0.94 | 0.93 | NA |
| Yield(%) | N/A | 0.5 | 1.2 | 1.4 | 1.9 | 2.1 | 3.7 | N/A | 0.0 | 0.6 | 0.0 | 3.3 | 0.9 | 2.3 | 5.1 | 1.8 | 1.3 | 1.1 | 1.1 | 1.8 | 2.0 | 1.1 | 1.1 | 1.7 | 1.3 | 14.8 | 11.4 | 4.9 | 2.9 | 1.1 | 0.2 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -47.7 | -30.4 | -56.5 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 341.1 | -54.0 | -66.2 | 258.7 | 40.3 | 17.1 | -7.5 | -30.7 | 6.7 | 63.6 | 2.8 | -17.7 | -29.0 | -91.2 | 47.0 | 180.6 | 98.4 | 244.6 | 516.7 | -14.3 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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